ProMax Dealer Updates

ProMax version release - 9.7.7. April 26, 2012

Version 9.7.7 was released April 26, 2012.  

Highlights:

• Mitsubishi certified lead integration now available.
• The Email Inbox has a new Deleted Items folder.  When you delete an email, it is simply moved into this special folder.  Items in this folder are automatically purged after 30 days. You can recover deleted items by simply moving them into a different folder.

Other Additions:

• The Sold Vehicle Report builder has a new option for the customer's Department.
• The customer's second email address on the customer workscreen is now searched when performing a Recall by email address.
• When attaching newly received emails to customers, we now also look at the customer's second email address to determine a match.
• Generic email + ADF lead imports now support a second email address for a lead.
• From last week's blog contest for 'Better Email' features we received a request for sortable columns on the Inbox and this feature is now available.
• The winner of last week's blog contest suggested that we add a notification within ProMax when a Bulk Email process has completed.  This has been implemented and an instant message will pop-up after an email campaign to multiple customers has completed.
• The Email Inbox has a new option to "Mark Items as Unread"
• The latest 9-Pay Proposal screen is now accessible from multiple places in ProMax.
• The Make an Offer, Credit App, and More Info forms on custom designed Hosted Websites now have an advanced anti-spambot filter in place.

Fixes:

• Some inbound HTML Emails were not being decoded correctly and were unreadable in ProMax.
• The Lead Summary Report on the Internet Dashboard corrected delivery counts for some merged leads.
• Doc Fee on the new Deal Worksheet fees popup screen has its caption fixed and is now editable.
• Hyperlinks to deleted customer records no longer appear in the Inbox.
• The Vehicle Notes screen is now showing the datetime using the local workstation's timezone.
• When adding the very first Inbox custom folder, the Custom Folder menu wasn't refreshed automatically.
• A workstation with a custom system date/time format was generating an error on a filtered Prospect Log Browse screen.
• Incoming repair order items from Reynolds without descriptions weren't being attached to the vehicle.  (They now come in with a description of 'n/a')
• Deal updates from Reynolds weren't always updating the deal type if it was later updated in Reynolds.
• Holdback was being doubled in very specific situations on the BDC Sales & Management report.

 

Here at ProMax we strive to deliver World Class Customer Support and that begins by offering a World Class product. We greatly appreciate feedback on our newest features to help us enhance our software. Be the first to send your thoughts on this newest updates and you’ll receive a free month of BK leads! Just send an email to [email protected] with the subject line ‘Mitsubishi’ along with your thoughts and if you are the first you are the winner! Make sure you stay tuned for future updates and other random great prizes by providing your feedback or suggestions for future enhancements. Thanks again from all your friends at ProMax.

 

Mitsubishi certified lead integration now available

Another OEM certified lead integration is now available - this time for Mitsubishi dealerships.  The lead integration testing was completed last week and the real time lead disposition reporting was activated on production on 4/23/2012.

Mitsubishi dealers should contact Melissa Sinclair to get activated on this new integration and receive your Mitsubishi leads into ProMax.  For further information on how our certified lead integrations work, please see our website:  http://promaxunlimited.com/certifiedLeads.html

ProMax version release - 9.7.6. April 18, 2012

Version 9.7.6 was released April 18, 2012.  

Highlights:

• Custom Folders have been added to the Inbox.  Create your own folders, organize your messages, and reduce clutter.  (See below for screen shots and further details.)
• A new "Vehicle Notes" link has been added the inventory edit screen.  This will allow a user to view automated system notes, user changes, and allows users to manually add notes to vehicles.  (See below for screen shot and further details.)
• The Deal Worksheet desking screen's "Back End" button previously displayed a menu of three choices:  Service Contract, AfterMarket, and Gap Protection.  There's a new menu choice now available for "Deal Fees" which allows you to update the various fees for the deals created when clicking on the "Calculate Deals" button.  
• The first few dealerships are on production testing out the new CUDL integration - electronic application submittals direct to CUDL from ProMax!

Other Additions:

• The customer's email address has been added to the Test Drive Agreement printout.
• Recall by company name now disregards the Use company name for contracts setting and will always recall any matches.
• The Sales Ranking Report now has an option to display front end or total profit.
• CDRs will now be listed in the Heat Sheet.
• Removed the CarFax "BTC" report option (Branded Title Check) as it is no longer being supported by CarFax.
• Speed increased considerably on the Service Appointment Log report.
• The option for "was purchased/leased" on the Trade-In Screen is now visible for Ohio.
• This dev blog will now be displayed once on startup after a version update. It is also available for viewing anytime by using the program updates link in the toolbar.

Fixes:

• Printing a list of sold customers from the Heat Sheet will use black links instead of blue hyperlinks to avoid issues with some generic LaserJet printer drivers.
• Fixed spotted vehicles delivery outside the report range from showing on the Sales Ranking Report.
• The 9-Pay Proposal had an issue displaying all 9 payments in some cases and has been fixed.
• Some panels on the Import-Export Menu screen on Windows 7 machines had black backgrounds and were hard to read which has been fixed.
• Further tweaks on printing the digital signature on the Ally credit app to be compatible with more printers.
• The Stips Report was missing a "Print" link.
• When recalling an existing customer in EZ-UP (only for customers originally created via an Inbound Call) the showroom visit activity type will be based on the customer info (such as Phone Appointment Show) instead of a Fresh Walk-In.
• MarkOne, GFS, and CUDL electronic application submittal fix for residence type of "Own" if no mortgage amount is on file.  
• Updated the DealerTrack DMS integration for zipcodes on submittals to match their new guidelines as zipcodes were being truncated.
• Reynolds two-way integration fix for vehicle holdback not populating in some cases.
• Fixed a scenario on Internet Dashboard leads without a lead source (usually only applies to a dupe lead merged with another non-internet lead)  In this odd case, clicking on the detail report would bring up an unfiltered list.
• Some trade-lines on Experian credit reports in standard view format had an issue with the month-year display which has been corrected.

 

Extended Description:  Custom Folders new feature

 

The Inbox has a new look with new menu options available for working with email folders and for managing multiple emails:

 

 

 

The new Email Folders menu now allows you to jump right to the Inbox, view your Sent Items folder, or apply a custom filter to view all of your Unread Messages.  In addition, you can easily Create, Rename, and View Custom Folders for organizing your email messages:

 

The new Checked Mail menu allows you to work with multiple messages at once - either mark them read, delete them, or move them around into Custom Folders:

 

 

Extended Description:  Vehicle Notes new feature

Automated system notes are added for Reynolds & Reynolds vehicle updates from their certified two-way integration.   Automated notes are also added from pricing updates from the vAuto integration.

Vehicle notes are automatically added for users making changes to the vehicle:

• Adding/removing photos from a vehicle 
• Field changes to sale price, internet price, MSRP, vehicle year make model and style, ACV/Invoice, color, location, video id, status, send to web, certified, call for price, date received, and web comments.
• Equipment selections changed
• Car faxes pulled

 

Example Vehicle Notes screen shot:

 

 

 

 

SPECIAL NOTE:

Here at ProMax we strive to deliver World Class Customer Support and that begins by offering a World Class product. We greatly appreciate feedback on our newest features to help us enhance our software.  Be the first to send your thoughts on this newest updates and you’ll receive a free IPad3!  Just send an email to [email protected] with the subject line ‘Better Email’ along with your thoughts and if you are the first you are the winner!  Make sure you stay tuned for future updates and other random great prizes by providing your feedback.  Thanks again from all your friends at ProMax.

CUDL Integration - looking for beta testers

Our CUDL integration is nearly complete and we are looking for a few dealers interested in becoming the first activated on the electronic application submittal process to CUDL.  Open beta testing should begin any day. 

If interested, please contact your sales rep or trainer.

ProMax version release - 9.7.5. April 5, 2012

Version 9.7.4 was released April 5, 2012.  

Additions:

• Reynolds Integration: The vehicle model code will now be imported from the live inventory updates.

Fixes:

• Reworked the Ally credit application to prevent digital signature from overlapping text.
• The checkbox behavior of the Email rows on the Merge Prospect screen when more than  two prospects have been selected has been fixed.
• A change in the last version that caused an error when submitting an application without a deal has been fixed.
• When navigating to the inventory screen from the Cash/Wholesale desking screens for a vehicle not completely booked out used to generate an error in some cases.

ProMax version release - 9.7.4. March 30, 2012

Version 9.7.4 was released March 30, 2012.  

Single item release:

• Fixed an issue with yesterday's version for some payment call electronic submittals.